Jac Cerney
JAC Wealth Management Services · Evanston, Illinois
Jac Cerney is a fee-only financial advisor at JAC Wealth Management Services in Evanston, Illinois, who holds the CFP and CFA credentials. JAC Wealth Management Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | JAC Wealth Management Services |
|---|---|
| Based in | Evanston, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $26.4M across 84 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, IL · CRD 4725976 |
| Exams passed | Series 63 (2003) · Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Jac's firm compares
- JAC Wealth Management Services's average account is about $314,000, from its Form ADV (assets managed divided by 84 accounts).
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Questions about Jac
Is Jac Cerney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jac holds no broker registration, and JAC Wealth Management Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jac charge for financial advice?
Jac's firm, JAC Wealth Management Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Jac Cerney based?
Jac Cerney is based in Evanston, Illinois.
What credentials does Jac Cerney hold?
Jac Cerney holds the CFP and CFA credentials.
Is Jac Cerney registered with the SEC?
Yes. Jac Cerney is registered as an investment adviser representative in CA and IL (CRD 4725976), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JAC Wealth Management Services manage?
JAC Wealth Management Services reports $26.4M across 84 accounts in assets under management.
How do I contact Jac Cerney?
Contact details aren't on file yet. Search for JAC Wealth Management Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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